Lori Susan Abbazia
Investment adviser representative at Raymond James Financial Services Advisors, Inc
32 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2025 to now
- Raymond James Financial Services, Inc.Mar 2022 to now
- Raymond James & Associates, IncJan 2021 to Dec 2023
- JPMorgan Chase Bank, N.A.Oct 2017 to Jan 2021
- JPMorgan Securities, LLC.Oct 2017 to Jan 2021
- David Lerner Associates, Inc.Jun 1994 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2495148
- Firm CRD
- 149018